AddressThis role is responsible for providing outstanding executive support to the Managing Director – Head of Wealth Planning across all Wealth Planner operations.
KEY RESPONSIBILITIES
Key responsibilities include but are not limited to:
- Comprehensive email and diary management services for the Head of Wealth Planning
- Arranging and managing the smooth running of Wealth Planning events
- Creating and coordinating the supply of meeting and visit preparation packs for the Head of Wealth Planning
- Taking meeting minutes, collating agendas with action points and ensuring the required distribution to the necessary parties
- Responsible for collating and preparing presentations, documents, and meeting packs for the Head of Wealth Planning
- Managing and booking all travel arrangements for the Head of Wealth Planning ensuring their expenses are completed monthly
- Managing the onboarding of new starters under the line management of the Head of Wealth Planning including arranging HR and IT inductions
- Approving expenses on behalf of the Head of Wealth Planning
- Tracking and organising annual leave arrangements for all direct reports of the Head of Wealth Planning
This list is not exhaustive, and the Executive Assistant will be expected to undertake any other task as reasonably requested by their line manager where appropriate training and/or guidance is provided.
Our benefits
- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Recruitment referral
- Career Development
- Cycle to work scheme
About Kingswood
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.
Our Diversity, Equality and Inclusion commitment
At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
